By default, every Contributor sees your whole workspace. Roles let you change that — deciding, per team, which sections they reach and what they're allowed to do there.
Prerequisites
An Elite plan
An Editor account to create roles
What a role controls
Two things:
Sections — Inbox, Product, Roadmap, Customers. Each on or off.
Actions — creating feedback and linking it to Discoveries; commenting on feedback, Discoveries and roadmap projects.
The common reason to use them: your sales team should send feedback and follow its status, but has no business browsing every customer record, and your support team's needs are different again.
Create a role
Go to Settings > Roles and click New role.
Give it a title — name it after the team it's for (Sales, Customer Success), not after the permissions. The permissions will change; the team won't.
Add a description if it's useful to whoever inherits this workspace after you.
Toggle the sections this role can access.
Pick the actions it can take.
Assign a role
From the Teammates section, assign roles to your Contributors.
FAQ
Can I create roles for Editors?
No. Roles apply to Contributors only — Editors always have full access.
Seat type vs role?
The seat type sets the ceiling:
Owners and Editors — full access and edit rights
Contributors — view, create feedback, comment
A role then narrows what a given Contributor can do inside that ceiling. It can restrict, never extend.
Related
Owners, Editors and Contributors — the seat types themselves